Program administrators keep instructor contact records accurate after surveys

Program admins lack current instructor contacts and opt-out flags, causing misdirected outreach. This workflow updates records from post-training surveys so consent and completion data stay current.

Overview

Outdated instructor records lead to misdirected outreach and unreliable certification reports, putting compliance and outreach at risk. This workflow keeps contact, consent, and completion fields current so program administrators can trust outreach and reporting; programs report faster follow-ups and cleaner records.

Notable Features

Update contact records from surveys
Set consent flags from responses
Add completion notes to CRM